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Portfolio (Quarterly) Guide ↗

Horizon Investments, LLC

· CIK 0001560717
13F Portfolio $8.9B AUM 1,433 positions Filed May 15, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 224 New 829 Added 341 Reduced 117 Exited
Page 8 of 18  ·  341 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 TDG TRANSDIGM GROUP INC COM Industrials 1,295.0 $1.5M 0.02% -85.0 -6.2% $1158.96 +4.9%
142 ROP ROPER TECHNOLOGIES INC COM Industrials 4,027.0 $1.4M 0.02% -5K -57.7% $352.96 -1.8%
143 AEM AGNICO EAGLE MINES LTD COM Basic Materials 6,965.0 $1.4M 0.02% -73.0 -1.0% $202.98 -28.9%
144 REGCO REGENCY CTRS CORP COM Real Estate 18,442.0 $1.4M 0.02% -5K -22.4% $75.66 -70.8%
145 R RYDER SYS INC COM Industrials 6,802.0 $1.4M 0.02% -1K -14.1% $204.71 +30.9%
146 AQN ALGONQUIN POWER UTILITIES COM Utilities 224,006.0 $1.4M 0.01% -18K -7.5% $6.14 -5.4%
147 M MACYS INC COM Consumer Cyclical 75,865.0 $1.4M 0.01% -77K -50.5% $18.09 +28.3%
148 FBP FIRST BANCORP CORPORATION COM Financial Services 64,224.0 $1.4M 0.01% -8K -10.5% $21.36 +25.1%
149 WRB BERKLEY W R CORP COM Financial Services 20,663.0 $1.4M 0.01% -18K -46.6% $66.28 +8.6%
150 ABCB AMERIS BANCORP COM Financial Services 17,552.0 $1.4M 0.01% -17K -49.8% $77.99 +15.5%
151 PFS PROVIDENT FINL SVCS INC COM Financial Services 62,810.0 $1.3M 0.01% -4K -5.3% $21.16 +11.2%
152 G GENPACT LIMITED SHS Technology 35,591.0 $1.3M 0.01% -31K -46.7% $37.25 -20.8%
153 NRG NRG ENERGY INC COM NEW Utilities 9,072.0 $1.3M 0.01% -12K -57.9% $145.69 -5.0%
154 HAE HAEMONETICS CORP MASS COM Healthcare 22,854.0 $1.3M 0.01% -7K -23.6% $56.36 +32.0%
155 FRT FEDERAL RLTY INVT TR NEW SH BE Real Estate 12,208.0 $1.3M 0.01% -4K -26.0% $105.08 +16.2%
156 TDS TELEPHONE DATA SYS INC COM NE Communication Services 29,340.0 $1.2M 0.01% -11K -26.4% $42.10 -18.6%
157 AVA AVISTA CORP COM Utilities 29,239.0 $1.2M 0.01% -3K -10.7% $40.14 +4.2%
158 FELE FRANKLIN ELEC INC COM Industrials 12,573.0 $1.2M 0.01% -5K -29.6% $91.91 +13.7%
159 DASH DOORDASH INC CL A Communication Services 7,424.0 $1.1M 0.01% -8K -52.2% $150.15 +25.1%
160 PYPL PAYPAL HLDGS INC COM Financial Services 24,621.0 $1.1M 0.01% -6K -20.8% $45.23 +4.7%
Page 8 of 18  ·  341 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 28.5%
Financial Services 11.8%
Industrials 11.2%
Healthcare 9.9%
Consumer Cyclical 8.5%
Communication Services 8.2%
Energy 6.7%
Consumer Defensive 6.1%
Basic Materials 3.7%
Utilities 2.8%